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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,043 | $183,539-61.3% | $155,556-54.3% | $145,897-51.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,363 | $5,315-36.7% | $4,675-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $6,534 | $6,467+1.0% | $5,631+16.0% | $6,689-2.3% |
| Admin fee / account holder | $944 | $19,275-95.1% | $15,885-94.1% | $13,390-92.9% |